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Vanguard Total Corporate Bond ETF
VTC

65 hedge funds and large institutions have $166M invested in Vanguard Total Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 64 → 65 (+1)

10.43% less ownership

Funds ownership: 33.81% → 23.38% (-10%)

32% less capital invested

Capital invested by funds: $243M → $166M (-$77.5M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
31
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.94M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.71M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$3.52M
4
PAG
Private Advisor Group
New Jersey
+$1.8M
5
GLLW
Graves Light Lenhart Wealth
Virginia
+$1.05M

Top Sellers

1
MC
McMorgan & Co
California
-$49.9M
2
5L
55I LLC
Massachusetts
-$37.2M
3
RH
RFG Holdings
Texas
-$5.49M
4
Morgan Stanley
Morgan Stanley
New York
-$712K
5
IDA
Intelligence Driven Advisers
California
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$163K -$16.6K -179 -9%
AA
52
Ancora Advisors
Ohio
$155K – – –
CFD
53
Creative Financial Designs
Indiana
$135K – – –
CFA
54
Carroll Financial Associates
North Carolina
$109K – – –
PA
55
Parallel Advisors
California
$100K +$45.8K +495 +82%
Wells Fargo
56
Wells Fargo
California
$88K +$88.9K +961 +96,100%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$74K +$75K +811 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$59K +$60.1K +650 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$55K +$18.5K +200 +50%
IA
60
IFP Advisors
Florida
$36K +$37K +400 New
GWM
61
Geneos Wealth Management
Colorado
$34K +$9.25K +100 +36%
HI
62
Harbour Investments
Wisconsin
$31K +$185 +2 +0.6%
AWM
63
Accel Wealth Management
Iowa
$12K – – –
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9.25K +100 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$6K -$462 -5 -7%
MC
66
McMorgan & Co
California
– -$49.9M -542,460 Closed
5L
67
55I LLC
Massachusetts
– -$37.2M -404,814 Closed
IDA
68
Intelligence Driven Advisers
California
– -$657K -7,143 Closed
OMC
69
Old Mission Capital
Illinois
– -$300K -3,264 Closed
OIA
70
OneDigital Investment Advisors
Kansas
– -$243K -2,638 Closed
ASN
71
Advisory Services Network
Georgia
– -$157K -1,710 Closed
1 2
3

VTC Hedge Fund Activity: Q3 2021 in Review

65 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q3 2021, worth a combined $166M — down 32% from $243M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VTC positions and 6 closed out — a net gain of 2 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $3.94M. The largest seller was McMorgan & Co, exiting entirely with an estimated $49.9M sold.

  • 65 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $166M of Vanguard Total Corporate Bond ETF stock for Q3 2021, down 32% quarter-over-quarter.
  • 8 funds opened new Vanguard Total Corporate Bond ETF positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $3.94M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q3 2021 was McMorgan & Co, an estimated $49.9M sold.

Based on aggregated 13F filings for Q3 2021.